Jay Weideman
Jay Weideman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waukesha, WI, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20720 Watertown Road, Suite 140A, Waukesha, WI, 53186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is the founder and CEO of Wealthness Financial, working as a financial advisor. This takes about half of Jay's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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